Episode 57 —Your Solutions to the SECURE Act’s Biggest Changes

Mar 11, 2020

The Retirement Solution, Inc. | Financial Advisors & Retirement Planning
The Retirement Solution, Inc. | Financial Advisors & Retirement Planning
Episode 57 —Your Solutions to the SECURE Act’s Biggest Changes
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Now that the SECURE Act is in motion, have you considered what changes you need to make to your retirement accounts and the other pieces of your retirement plan?

In this episode, Tyler Lively, a financial planner at The Retirement Solution, explains how the changes brought about by the SECURE Act might impact your retirement plan and any heirs who will inherit an IRA. Tyler then uncovers strategies to help you make the most of these significant changes.

In this episode, you’ll learn:

  • About the major changes that have been triggered by the SECURE Act
  • What can be done with your retirement accounts today that will benefit your heirs
  • Why it’s now crucial to have your trust re-evaluated 
  • What the transfer process involves and how The Retirement Solution can help
  • And more!

Tune in now and get your SECURE Act questions answered

Resources:  The Retirement Solution, Inc.

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